Seminars

Maximizing Your Social Security

Social Security Strategy Is Oftentimes Overlooked

One of the important decisions you need to make as you approach retirement is when and how to claim Social Security benefits. Over half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently reduce their income and benefits. Many never consider what strategy to use, or even know how to determine a path forward. 

Attend This Educational Seminar

This seminar will help you gain an understanding of what options are available to you and how you may increase what you receive from Social Security. There are many start dates to choose from, and rules that must be followed, making the entire process somewhat confusing. 

Our Goal Is To Maximize Your Social Security

We’ll help you answer questions such as when and how to claim your benefits; how you may be able to maximize your benefits and reduce your taxes; how being married or divorced could affect you; and whether or not you can make a change if you’re already receiving Social Security. We will also cover important rules that affect your benefits, as well as strategies for coordinating Social Security with other sources of retirement income. 

Bedford
Keller

Saturday, January 18th, 11:00 am

Bedford Public Library2424 Forest Ridge Dr., Bedford, TX 76021

Tuesday, January 21st, 6:30 pm

Keller Public Library640 Johnson Rd., Keller, TX 76248

Saturday, January 25th, 1:00 pm

Keller Public Library640 Johnson Rd., Keller, TX 76248

Burleson
Benbrook

Saturday, February 29th, 1:30 pm

Burleson Public Library248 Johnson Ave., Burleson, TX 76028

Thursday, March 5th, 1:30 pm

Burleson Public Library248 Johnson Ave., Burleson, TX 76028

Saturday, March 7th, 10:30 am

Benbrook Public Library1056 Mercedes St., Benbrook, TX 76126

Denton
Frisco
Little Elm

Early 2020

Time and Location to be Announced

Plano
Frisco
McKinney

Early 2020

Time and Location to be Announced